Filed March 23, 2026 (most recent of 3 filings on file)
Total covered: 5 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,938 | $64,716+20.4% | $112,258-30.6% | $68,495+13.8% |
| Participation rate | 85.3% | 67.2%+18.2pp | 75.1%+10.3pp | 67.9%+17.4pp |
| Annual return | -18.71% | -11.40%-7.3pp | 27.47%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,963 | $2,746+7.9% | $3,636-18.5% | $2,596+14.1% |
| Participant deferral / active EE | $3,179 | $3,565-10.8% | $4,728-32.8% | $4,028-21.1% |
| Admin fee / account holder | $3,013 | $5,232-42.4% | $6,411-53.0% | $5,403-44.2% |